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About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, s ...
Rittman1 week ago
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++Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary+ · +Maintain client paper files and electronic data files in a timely manner; co ...
Rittman1 week ago
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Job Description: · Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary. · Maintain client paper files and electronic data files in a t ...
Clinton4 days ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect compa ...
Barberton1 month ago
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We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. · ...
Barberton5 days ago
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About Mariner · Mariner is a financial services firm that provides modern wealth management solutions. · Job Description: · Build client relationships through retention efforts and implement new clients into our system. · Maintain accurate records and process transactions efficie ...
Barberton1 week ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Duties include, · Assist customers with questions and recommendations , · Manage sales transactions while working assigned cash register , · Maintain securit ...
Wadsworth1 month ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Assist customers with questions and recommendations · Manage sales transactions while working assigned cash register · ...
Rittman1 month ago
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This position is vital in providing meal service delivery to patients and managing dietary requirements. · Take patient menu selections and ensure compliance with prescribed diets (e.g., low-sodium, diabetic). · Assemble meal trays according to specific diet orders, deliver accur ...
Rittman2 weeks ago
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Join our team today and let's create an inviting shopping experience for our customers. · ...
OH-Rittman Part time1 month ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Duties include assist customers with questions and recommendations manage sales transactions while working assigned cash register maintain security of cash an ...
Rittman1 month ago
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AVI Foodsystems is looking for a dedicated Patient Food Service Associate to join our team at Apostolic Christian Village in Rittman, OH. Take patient menu selections and ensure compliance with prescribed diets (e.g., low-sodium, diabetic). · Assemble meal trays according to spe ...
RITTMAN, OH2 weeks ago
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About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...
Canal Fulton Full time1 day ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Assist customers with questions and recommendations · Manage sales transactions while working assigned cash register · ...
Barberton1 month ago
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We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. · ...
Canal Fulton1 week ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Assist customers with questions and recommendations · Manage sales transactions while working assigned cash register · Maintain security of cash and protect ...
Barberton1 month ago
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Join our team today and let's create an inviting shopping experience for our customers. · Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. · As a Customer Service Associate II, you'll be ...
Canal Fulton $11.50 - $12 (USD)1 month ago
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We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · ...
Canal Fulton1 month ago
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+Job summary · This part-time position is vital in providing meal service delivery to patients, managing dietary requirements and upholding high-quality standards of service. · Duties & Responsibilities · +Take patient menu selections and ensure compliance with prescribed diets ( ...
Rittman Part time2 weeks ago
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AVI Foodsystems is looking for a dedicated Patient Food Service Associate to join our team at Apostolic Christian Village in Rittman, OH. This part-time position is vital in providing meal service delivery to patients. · ...
RITTMAN, OH Part time2 weeks ago
Client Service Associate - Doylestown - Mariner Finance
Description
About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.
Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients.
By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry.Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25.
Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025.
Learn more at . Mariner is committed to, and maintains, a drug-free workplace.For further information, click here .Job DescriptionResponsibilities Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
Perform other duties as assignedQualifications High school diploma required; bachelor's degree preferred Financial services experience or applicable internship experience Wealth management experience a plusSkills and Knowledge Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) Experience with eMoney a plus Positive attitude toward client relations to provide exceptional, proactive client service Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail Strong verbal and written communication skills are essential to effective client relationships Highly organized with strong analytical skills Able to work in a team environment We"welcome your interest in being a part of our firm.
We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $47,000.00/year to $78,000.00/year.
Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
Roles may also be eligible for additional compensation and/or benefits.#LI-MK1EOE M/F/D/VAbout the TeamAt Mariner, behind every advisor is a team of advisors. And behind that, you'll find the answers to complex questions about taxes, insurance, estate planning, tech and more. It's how we give advisors access to a new level of support to give their clients access to a new level of advice.
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Client Service Associate
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Client Service Associate
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Customer Service Associate
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Client Service Associate
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Client Service Associate
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Customer Service Associate I
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Customer Service Associate I
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Patient Food Service Associate
Only for registered members Rittman
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Customer Service Associate II
Part time Only for registered members OH-Rittman
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Customer Service Associate I
Only for registered members Rittman
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Patient Food Service Associate
Only for registered members RITTMAN, OH
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Client Service Associate
Full time Mariner Finance- Canal Fulton
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Customer Service Associate I
Only for registered members Barberton
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Client Service Associate
Mariner Finance- Canal Fulton
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Customer Service Associate I
Only for registered members Barberton
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Customer Service Associate II
Only for registered members Canal Fulton
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Customer Service Associate I
Only for registered members Canal Fulton
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Patient Food Service Associate, Part-time
Part time Only for registered members Rittman
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Patient Food Service Associate, Part-time
Part time Only for registered members RITTMAN, OH